Visualize your Insightly CRM data with Power BI

Insightly is a powerful CRM and project management service that allows you to manage your business more efficiently. The Insightly content pack for Power BI offers greater understanding of your CRM data with key metrics on sales opportunities, contacts, organizations, projects, tasks, and events.

This post will explain how the Power BI content pack can help you analyze your Insightly data. For additional details on how to get started, please see the Insightly content pack for Power BI help page.

Connecting to the content pack is easy: login to the Power BI service and use your Insightly API key to authorize your account. Once the connection has been made, Power BI will automatically create a dashboard, report, and dataset with data from Insightly.

The dashboard offers a set of insights, and you can select any of the tiles to see the underlying reports. Click through the available tabs, from Tasks and Events to Opportunities to Projects, to drill down into your data. Reports include metrics for monitoring sales and project progress, such as weighted opportunity values and fields for task duration, and sales opportunity win rates.

For example, if you click on the Project by Status tile it brings you to the Project report, where you can see which projects are in progress, which are completed, and which have not started.

Once you are on a report, you have the ability to hover over the visualizations to see additional details. Select a visual to cross-filter the rest of the report, allowing you to highlight a specific selection.

In each report you can switch to edit mode, where you can edit or add additional visuals to your reports. On the right side of the screen, you’ll see a list of all the Insightly tables and fields you have access to in the content pack. Select the visual design, filters, and fields to modify reports or create new ones.

From any of the reports you can pin a visualization or tile to the dashboard by hovering over it and selecting the pin icon. Pinning the visuals will prompt you to select a dashboard to pin to, allowing you to customize and combine data from multiple sources.

After the initial import, the dashboard and the reports will continue to update daily, and you can control the refresh schedule on the dataset.

The Insightly content pack for Power BI offers an initial set of insights that you can use to explore your data even further.

We’re always interested in hearing your feedback – please contact us at http://support.powerbi.com to let the team know how your experience was and if there’s anything we can do better. We look forward to your feedback!